Client Employee Assignment and Activity Status Columns

The report columns contains the following standard set of columns.

Contents

Field	Description
Client Name	This column displays the name of the client.
Client Number	This column displays the client identifier.
Market	This column displays the market (type) of client (for example, Commercial, Government, or Non-Profit).
Assigned Employee	This column displays the employee that is assigned to the client with the selected relationship. The employee name is highlighted with the color that you selected on the General tab. The highlight will not work if this column is not selected.
Last Activity Date	This column displays the date when the last activity was conducted. If there are no activity records for the activity types that were selected on the Included Activities grid on the General tab for this client, then this column is highlighted with the color that was selected on the Greater than or Equal to option on the General tab.
Status	This column displays the status of your relationship with the client: Active, Dormant, or Inactive.
Relationship	This column displays your relationship with the client (for example, Consultant, Prospective, or Existing).
Next Scheduled Activity	This column displays the date and owner of the next scheduled activity based on the selected activity types on the Included Activities grid on the General tab.
Row Count	This column displays the total number of detail lines for each group, based on the sorting and grouping selections on the Sorting/Grouping tab. If the report groups data at more than one level, this column displays row counts for all grouping levels.
Is Client	This column contains Y or N (Yes or No) to indicate whether or not the client record is classified as a client in terms of projects or opportunities. Ajera CRM classifies the client as Client, Vendor, Both, or Neither based on the settings on the Project tab of the Client Info Center and the Opportunities tab of the Client Info Center.
Is Vendor	This column contains Y or N (Yes or No) to indicate whether or not the client record is classified as a vendor in terms of projects or opportunities. Ajera CRM classifies the client as Client, Vendor, Both, or Neither based on the settings on the Project tab of the Client Info Center and the Opportunities tab of the Client Info Center.
Competitor	This column contains Y or N (Yes or No) to indicate whether or not the client is a competitor.
Government Agency	This column contains Y or N (Yes or No) to indicate whether or not the client is a government agency.
Linked Vendor	This column displays the name of the vendor linked to the client, if such a link exists. This column is blank if Is Vendor contains N. If you preview the report, the vendor names in this column are links. Click the link to display the vendor record in a separate window.
Website	This column displays the client's Web site address (for example, http://www.deltek.com).
Client Create User	This column displays the user ID of the person who created the client record in the Client Info Center.
Client Create Date	This column displays the date on which the client record was created.
Client Modify User	This column displays the user ID of the person who most recently modified the client record.
Client Modify Date	This column displays the date on which the client record was most recently modified.
Concatenated Primary Address	This column displays the client's primary street address, city, state, and zip code. The report shows this information in a single column.
Primary Address Description	This column displays the description of the client's primary address (for example, Company Headquarters, Main Office, or Northeast Office).
Primary Address 1- 4	Primary Address 1 displays the client's name. Primary Address 2, Primary Address 3, and Primary Address 4 display the client's primary address information (street name and number, suite number, postal box number, and so on).
Primary City	This column displays the city from the client's primary address.
Primary State	This column displays the two-character abbreviation for the state from the client's primary address.
Primary Zip	This column displays the zip code from the client's primary address.
Primary Country	This column displays the country from the client's primary address.
Primary Phone	This column displays the phone number at the client's primary address.
Primary Fax	This column displays the fax number at the client's primary address.
Primary Tax Reg. #	This column displays the tax registration number for the client's primary address.
Primary Tax Country Code	This column displays the tax country code for the client's primary address.
Primary Address Create User	This column displays the user ID of the person who created the primary address in the client record.
Primary Address Create Date	This column displays the date on which the primary address was created in the client record.
Primary Address Modify User	This column displays the user ID of the person who most recently modified the primary address.
Primary Address Modify Date	This column displays the date on which the primary address was most recently modified.
Concatenated Billing Address	This column displays the client's billing street address, city, state, and zip code. The report shows this information in a single column.
Billing Address Description	This column displays the description of the client's primary address (for example, Company Headquarters, Main Office, or Billing Office).
Billing Address 1-4	Billing Address 1 displays the client's name. Billing Address 2, Billing Address 3, and Billing Address 4 display the client's billing address information (street name and number, suite number, postal box number, and so on).
Billing City	This column displays the city from the client's billing address.
Billing State	This column displays the two-character abbreviation for the state from the client's billing address.
Billing Zip	This column displays the zip code from the client's billing address.
Billing Country	This column displays the country from the client's billing address.
Billing Phone	This column displays the phone number at the client's billing address.
Billing Fax	This column displays the fax number at the client's billing address.
Billing Tax Reg. #	This column displays the tax registration number for the client's billing address.
Billing Tax Country Code	This column displays the tax country code for the client's billing address.
Billing Address Create User	This column displays the user ID of the person who created the billing address in the client record.
Billing Address Create Date	This column displays the date on which the billing address was created in the client record.
Billing Address Modify User	This column displays the user ID of the person who most recently modified the billing address.
Billing Address Modify Date	This column displays the date on which the billing address was most recently modified.
Memo	This column displays the text entered in the Notes field on the General tab of the Client Info Center.
Promo. Project Total Project Cost	This column displays the project's total cost for a promotional project.
Promo. Project Firm Cost	This column displays the firm's total cost for a promotional project.
Opportunity Est. Revenue	This column displays the estimated revenue that you expect to earn from the opportunity.
Opportunity Probability	This column displays the probability that the opportunity will become a project. For example, if that probability is 80%, this column contains 80.
Opportunity Weighted Revenue	This column displays the weighted revenue for the opportunity: Estimated Revenue x Probability.
Opportunity Days Open	This column displays the number of days the opportunity has been open.
Disadvantaged Business	This column contains a Y or N (yes or no) to indicate whether or not the client is a disadvantaged business.
Small Business	This column contains a Y or N (yes or no) to indicate whether or not the client is a small business.
Veteran Owned	This column contains a Y or N (yes or no) to indicate whether or not the client is a small business that is owned by a veteran.
Service Disabled Veteran Owned	This column contains a Y or N (yes or no) to indicate whether or not the client is a small business that is owned by a disabled veteran.
Minority Owned	This column contains a Y or N (yes or no) to indicate whether or not the client is a minority business.
Woman Owned	This column contains a Y or N (yes or no) to indicate whether or not the client is a business owned by a woman.
HBCU or Minority Institution	This column contains a Y or N (yes or no) to indicate whether or not the client is an historically black college or university (HBCU).
Alaska Native	This column contains a Y or N (yes or no) to indicate whether or not the client is an Alaskan Native.
HUB Zone	This column contains Y or N (Yes or No) to indicate whether or not the vendor is part of the HUB Zone program for small businesses.
8 (a)	This column contains Y or N (Yes or No) to indicate whether or not the vendor is part of the 8 (a) business development program for small and disadvantaged businesses.
Specialty	If the client is classified as a vendor, this column contains the vendor specialty (for example, Industrial, Retail, or Municipal).
Prior Work	This column contains a Y or N (yes or no) to indicate whether or not the client is classified as a vendor and has done work for your firm in the past.
Recommend	This column contains a Y or N (yes or no) to indicate whether or not the client is classified as a vendor, has done work for your firm in the past, and is recommended for future work.
Specialty Description	If the client is classified as a vendor, this column contains additional information about that firm's specialty.
Activity - Completed	The activity can be Pending or Completed.
Activity -Type	This column displays the activity type (for example, Phone Call, Meeting, or Email).
Activity - Subject	This column displays a brief description of the activity (for example, Initial Consultation, Planning Meeting, Customer Lunch, or Follow-up Visit).
Activity - Primary Contact	This column displays the name of the primary contact associated with the activity.
Activity - Start Date	This column displays the date and time that the activity is scheduled to begin.
Activity - Priority	This column displays the priority ranking that indicates the relative importance of individual activities: High, Medium, or Low.
Activity - Owner	This column displays the name of the employee who is responsible for the activity.
Activity - Client	This column displays the name of the client contact associated with the activity.
Activity - Contact Bus. Phone	This column displays the client contact's work telephone number.
Activity - Vendor	This column displays the name of the vendor associated with the activity.
Activity - Vendor Contact	This column displays the name of the vendor contact associated with the activity.
Activity - Vendor Contact Phone	This column displays the vendor contact's work telephone number.
Activity - Opportunity	This column displays the name of the opportunity associated with the activity.
Activity - Project	This column displays the name of the project associated with the activity.
Activity - Marketing Campaign	This column displays the marketing campaign associated with the activity.
Activity - Lead	This column displays the lead associated with the activity.
Activity - Location	This column displays the location where the activity occurred or will occur.
Activity - Notes	This column displays additional text that describes the activity.
Annual Revenue	This column displays the annual revenue of the vendor.
Employee Count	This column displays the number of employees of the vendor.